JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q1 2024
Institutional positions in JPMorgan Chase & Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 4,120
- +172 vs. Q4 2023
- Shares held
- 2.07B
- +9.82M (+0.5%) vs. Q4 2023
- Total value
- $414.5B
- +$64.0B (+18.3%) vs. Q4 2023
- New holders
- 255
- 1,624 more added
- Sold out
- 83
- 1,861 more reduced
53 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Financial Advisors, Inc. | 17,042 | $3.40M | 0.39% | +533+3.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 16,960 | $3.40M | 1.45% | −91−0.5% | Reduced |
| Royal Harbor Partners, LLC | 16,955 | $3.40M | 1.48% | +132+0.8% | Added |
| Peak Planning Group, LLC | 16,904 | $3.39M | 2.12% | +469+2.9% | Added |
| Smartleaf Asset Management LLC | 16,933 | $3.38M | 0.65% | +4,071+31.7% | Added |
| Trivant Custom Portfolio Group, LLC | 16,857 | $3.38M | 2.15% | −631−3.6% | Reduced |
| Continuum Advisory, LLC | 17,077 | $3.37M | 0.50% | −6,589−27.8% | Reduced |
| Bremer Bank National Association | 16,831 | $3.37M | 0.62% | +671+4.2% | Added |
| Vista Wealth Management Group, LLC | 16,826 | $3.37M | 0.26% | +109+0.7% | Added |
| Guerra Pan Advisors, LLC | 16,780 | $3.36M | 3.11% | −1,835−9.9% | Reduced |
| First City Capital Management, Inc. | 16,740 | $3.35M | 1.86% | −151−0.9% | Reduced |
| Eads & Heald Wealth Management | 16,742 | $3.35M | 1.56% | −1,544−8.4% | Reduced |
| Cumberland Advisors Inc | 16,690 | $3.34M | 1.24% | +440+2.7% | Added |
| Dover Advisors, LLC | 16,677 | $3.34M | 2.29% | +8,024+92.7% | Added |
| Slocum, Gordon & Co LLP | 16,650 | $3.33M | 2.48% | 00.0% | Unchanged |
| Marest Capital, LLC | 16,618 | $3.33M | 3.07% | +135+0.8% | Added |
| SFMG, LLC | 16,546 | $3.31M | 0.28% | +1,311+8.6% | Added |
| Dillon & Associates Inc | 16,555 | $3.31M | 0.52% | +633+4.0% | Added |
| KP Management LLC | 16,527 | $3.31M | 1.42% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 16,516 | $3.31M | 1.99% | −1,365−7.6% | Reduced |
| Hudson Value Partners, LLC | 16,469 | $3.30M | 1.40% | +1,860+12.7% | Added |
| FCG Investment Co | 16,432 | $3.29M | 2.63% | −75−0.5% | Reduced |
| Missouri Trust & Investment Co | 16,422 | $3.29M | 1.27% | −594−3.5% | Reduced |
| Martin & Co Inc | 16,383 | $3.28M | 0.80% | −242−1.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 16,351 | $3.27M | 1.57% | −7,132−30.4% | Reduced |
| Loudon Investment Management, LLC | 16,303 | $3.27M | 1.88% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 16,289 | $3.26M | 2.07% | −1,508−8.5% | Reduced |
| Spreng Capital Management, Inc. | 16,254 | $3.26M | 1.76% | −121−0.7% | Reduced |
| Lloyd Advisory Services, LLC. | 16,250 | $3.25M | 0.69% | +13,875+584.2% | Added |
| TCI Wealth Advisors, Inc. | 16,245 | $3.25M | 0.32% | +32+0.2% | Added |
| Wealth Alliance | 16,165 | $3.24M | 0.42% | +1,216+8.1% | Added |
| CFS Investment Advisory Services, LLC | 16,159 | $3.24M | 0.54% | +354+2.2% | Added |
| Cynosure Management, LLC | 16,151 | $3.24M | 0.58% | +5,702+54.6% | Added |
| Hudson Canyon Capital Management | 16,137 | $3.23M | 2.08% | 00.0% | Unchanged |
| Riverview Trust Co | 16,127 | $3.23M | 2.49% | +120+0.7% | Added |
| WMS Partners, LLC | 16,099 | $3.22M | 0.22% | +797+5.2% | Added |
| GSB Wealth Management, LLC | 16,067 | $3.22M | 0.91% | −226−1.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,056 | $3.22M | 1.28% | +179+1.1% | Added |
| Pinnacle Bancorp, Inc. | 16,045 | $3.21M | 0.95% | +19+0.1% | Added |
| Twelve Points Wealth Management LLC | 16,035 | $3.21M | 1.18% | −212−1.3% | Reduced |
| LM Advisors LLC | 16,025 | $3.21M | 0.51% | +2,077+14.9% | Added |
| Lederer & Associates Investment Counsel | 16,013 | $3.21M | 2.23% | −612−3.7% | Reduced |
| TriaGen Wealth Management LLC | 16,006 | $3.21M | 1.33% | −15−0.1% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 15,992 | $3.20M | 0.49% | −23,755−59.8% | Reduced |
| Eclectic Associates Inc | 15,983 | $3.20M | 1.46% | −926−5.5% | Reduced |
| Hartline Investment Corp | 15,962 | $3.20M | 0.56% | +619+4.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,962 | $3.20M | 0.56% | +837+5.5% | Added |
| E Fund Management Co., Ltd. | 15,961 | $3.20M | 0.20% | +11,392+249.3% | Added |
| Founders Financial Securities LLC | 15,933 | $3.19M | 0.33% | −3,537−18.2% | Reduced |
| Clear Rock Advisors, LLC | 15,929 | $3.19M | 1.39% | +94+0.6% | Added |
| Boit C F David | 16,629 | $3.19M | 1.74% | 00.0% | Unchanged |
| Krilogy Financial LLC | 15,892 | $3.18M | 0.24% | +69+0.4% | Added |
| Marion Wealth Management | 15,886 | $3.18M | 0.95% | +70+0.4% | Added |
| Abundance Wealth Counselors | 15,857 | $3.18M | 0.73% | −65−0.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 15,848 | $3.17M | 2.29% | +100+0.6% | Added |
| Joseph Group Capital Management | 15,823 | $3.17M | 1.59% | +2,280+16.8% | Added |
| Delta Asset Management LLC | 15,784 | $3.16M | 0.28% | −157−1.0% | Reduced |
| Chatham Capital Group, Inc. | 15,782 | $3.16M | 0.58% | +375+2.4% | Added |
| Pinnacle West Asset Management, Inc. | 15,770 | $3.16M | 2.51% | −90−0.6% | Reduced |
| Ironwood Financial, llc | 15,749 | $3.15M | 0.73% | +30+0.2% | Added |
| Institute for Wealth Management, LLC. | 15,729 | $3.15M | 0.41% | −467−2.9% | Reduced |
| Mount Lucas Management LP | 15,706 | $3.15M | 1.05% | −1,437−8.4% | Reduced |
| IPG Investment Advisors LLC | 15,694 | $3.14M | 0.69% | −418−2.6% | Reduced |
| Holistic Financial Partners | 15,672 | $3.14M | 1.60% | +168+1.1% | Added |
| Fiduciary Family Office, LLC | 15,668 | $3.14M | 1.23% | +1,063+7.3% | Added |
| Aaron Wealth Advisors | 15,664 | $3.14M | 0.45% | +4,109+35.6% | Added |
| Wills Financial Group, Inc. | 15,655 | $3.14M | 1.48% | +1,097+7.5% | Added |
| Black Swift Group, LLC | 15,623 | $3.13M | 0.80% | −2,692−14.7% | Reduced |
| Sage Investment Advisers LLC | 15,619 | $3.13M | 3.59% | −1,773−10.2% | Reduced |
| Chilton Investment Co LLC | 15,580 | $3.12M | 0.09% | −175−1.1% | Reduced |
| Counterweight Ventures, LLC | 15,547 | $3.11M | 2.51% | +2,674+20.8% | Added |
| Phillips Financial Management, LLC | 15,539 | $3.11M | 0.25% | +238+1.6% | Added |
| Ruffer LLP | 15,536 | $3.11M | 0.12% | −145−0.9% | Reduced |
| Boltwood Capital Management | 15,516 | $3.11M | 0.96% | −355−2.2% | Reduced |
| Next Capital Management LLC | 15,510 | $3.11M | 1.26% | +395+2.6% | Added |
| Roof Eidam & Maycock | 15,489 | $3.10M | 0.85% | +197+1.3% | Added |
| Gleason Group, Inc. | 15,483 | $3.10M | 0.65% | −420−2.6% | Reduced |
| Aberdeen Wealth Management LLC | 15,469 | $3.10M | 1.80% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 15,458 | $3.10M | 0.24% | +298+2.0% | Added |
| Main Street Financial Solutions, LLC | 15,432 | $3.09M | 0.33% | +1,797+13.2% | Added |
| Titleist Asset Management, LLC | 15,317 | $3.07M | 0.54% | +191+1.3% | Added |
| KKM Financial LLC | 15,293 | $3.06M | 1.49% | +212+1.4% | Added |
| Pensionmark Financial Group, LLC | 9,491 | $3.06M | 0.44% | −9,791−50.8% | Reduced |
| Delta Financial Advisors LLC | 15,281 | $3.06M | 1.21% | +171+1.1% | Added |
| All Terrain Financial Advisors, LLC | 15,277 | $3.06M | 1.32% | −427−2.7% | Reduced |
| Alaethes Wealth LLC | 15,272 | $3.06M | 1.34% | −16−0.1% | Reduced |
| Jessup Wealth Management, Inc | 15,256 | $3.06M | 1.31% | −32,204−67.9% | Reduced |
| Court Place Advisors, LLC | 15,253 | $3.06M | 0.99% | −2,350−13.3% | Reduced |
| Townsend & Associates, Inc | 15,895 | $3.05M | 0.36% | −484−3.0% | Reduced |
| Brady Family Wealth, LLC | 15,242 | $3.05M | 0.99% | +134+0.9% | Added |
| Prestige Wealth Management Group LLC | 15,211 | $3.05M | 0.66% | −8,417−35.6% | Reduced |
| Continental Advisors LLC | 15,135 | $3.03M | 2.40% | −500−3.2% | Reduced |
| Ramirez Asset Management, Inc. | 15,127 | $3.03M | 0.61% | +869+6.1% | Added |
| Emfo, LLC | 15,111 | $3.03M | 2.77% | −875−5.5% | Reduced |
| Armor Investment Advisors, LLC | 15,057 | $3.02M | 1.45% | +38+0.3% | Added |
| Weik Capital Management | 15,042 | $3.01M | 1.28% | −538−3.5% | Reduced |
| Advent Capital Management | 15,000 | $3.00M | 0.08% | −5,000−25.0% | Reduced |
| Grandview Asset Management LLC | 14,983 | $3.00M | 1.36% | +202+1.4% | Added |
| Fortem Financial Group, LLC | 14,867 | $2.98M | 1.31% | +974+7.0% | Added |
| Lynx Capital Group Ltd | 14,837 | $2.97M | 2.01% | −293−1.9% | Reduced |